Housekeeping It’s that time of year to clean up your files and get ready for a new year! Here is a list of things you may need to address: Send Wealth Watch Partners a copy of your E & O

Transfers Seamless transfers are the key to quickly funding your annuity business. Transfers are one of the biggest reasons for new applications to get hung up at the home office. After all, new

Bonus Annuities They sound great, but are they? The bonus is usually vested meaning you only get a percentage credited each year for the 10-year surrender. See the example below.     If you

Income Riders Income riders: I think there needs to be a book on this! With so many different options, bells and whistles, it’s hard to know which rider will be the right fit for your client. To make